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Sponsor portfolio

PHOENIX RETAIL, LLC

EIN 99-3094458-apparel & fashion-Latest filing 2025
Plans
3
Retirement
1
$141.0M assets
Welfare
2
$543K premiums
Participants
9,132
1 EXPRESS DRIVE - COLUMBUS, OH 43230614-474-4001phoenixdtc.comLinkedIn1-10 employeesapparel & fashion
Plans on this EIN
3 filings
#001401k-$141.0M - 4,983 part#501Mixed-$543K - 2,265 lives#503Self Funded-0 lives

Benefits portfolio analytics

2 plans / $543K premiums / 2,265 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$242K
  • Life$185K
  • Vision$72K
  • Other$44K
Total $543K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA44%
  • SECURIAN LIFE INSURANCE COMPANY34%
  • VISION SERVICE PLAN13%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • CURALINC HEALTHCARE1%
Total $543K5 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • LOCKTON COMPANIES, LLC87%
  • WILLIS TOWERS WATSON US LLC9%
  • ALIGHT SOLUTIONS4%
Total $44K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PHOENIX SAVINGS & RETIREMENT PLAN

401k

Assets$141.0M
Participants4,983
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PHOENIX RETAIL, LLC WELFARE BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$543K
Covered lives2,265
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

PHOENIX RETAIL SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PHOENIX SAVINGS & RETIREMENT PLAN401k$141.0M4,9832024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PHOENIX RETAIL, LLC WELFARE BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$543K2,2652025
503PHOENIX RETAIL SEVERANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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